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Personal finance

10973 posts
PPersonal finance
$5B Trilogy Adds $1B RIA Specializing in Aviation Workers
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$5B Trilogy Adds $1B RIA Specializing in Aviation Workers

  • October 8, 2026
Trilogy Capital, a hybrid registered investment advisor based in Irvine, Calif., has struck its largest deal of the…
PPersonal finance
Members of the States of Guernsey in the States chambers
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Pensions make up 86% of welfare spending in Guernsey

  • October 8, 2026
Ed Ashton, director of operations for social security said the increase in income support payments was due to…
PPersonal finance
How much Gen Z needs to save for a comfortable retirement
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How much Gen Z needs to save for a comfortable retirement

  • October 8, 2026
Want to bookmark your favourite articles and stories to read or reference later? Start your Independent Membership today.…
PPersonal finance
John Swinney pension claim explained as triple lock row grows
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John Swinney pension claim explained as triple lock row grows

  • October 8, 2026
There is a legitimate argument to be had about the future of the state pension. Swinney should make…
PPersonal finance
Social Security launches new retirement date certificate service in Spain
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Social Security launches new retirement date certificate service in Spain

  • October 8, 2026
08/10/2026 Actualizado a las 14:07h. Spain’s Social Security administration has introduced a digital service allowing workers to instantly…
PPersonal finance
Wales Online
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State pension age update over move to 69 as Andy Burnham changes DWP rules

  • October 8, 2026
Major changes to the state pension are taking effect right now 14:54, 06 Oct 2026Updated 09:58, 08 Oct…
PPersonal finance
Cerulli: Advisors struggle to turn 401(k) savers into wealth clients
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Cerulli: Advisors struggle to turn 401(k) savers into wealth clients

  • October 8, 2026
Just over 10% of advisors’ wealth clients come from defined contribution plans, as capacity, data and technology gaps…
PPersonal finance
Couples would be able to leave £1m and family home exempt from inheritance tax under Tories, says Badenoch – as it happened | Politics
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Couples would be able to leave £1m and family home exempt from inheritance tax under Tories, says Badenoch – as it happened | Politics

  • October 8, 2026
Badenoch says Tories would also let couples leave £1m exempt from inheritance tax, as well as family home…
PPersonal finance
The four things to do with your money before the Budget
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The four things to do with your money before the Budget

  • October 8, 2026
With just a few weeks to go until the Budget, speculation is mounting over what the Chancellor could…
PPersonal finance
The Case for Conservative: Insights from Urs Brutsch
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The Case for Conservative: Insights from Urs Brutsch

  • October 8, 2026
For independent wealth managers that deliberately resist being everything to every client, the competitive logic differs from that…
PPersonal finance
'Generational injustice': Young nurses 'forced' to opt out of gold-plated pensions
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‘Generational injustice’: Young nurses ‘forced’ to opt out of gold-plated pensions

  • October 8, 2026
NHS staff members opted out of their gold-plated pensions more than 82,000 times last year, with campaigners warning…
PPersonal finance
SNP hail Ireland pension rise as proof of independence benefits
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SNP hail Ireland pension rise as proof of independence benefits

  • October 8, 2026
The proposal, which RTE says is set to be agreed on, will see Irish pensioners receive the equivalent of £13,654.98…
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